SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,230 | +123.4% | 6,224 | +131.7% | 0.01% | +12.5% |
| Q2 2023 | $138,876 | +126.9% | 2,686 | +110.0% | 0.01% | +100.0% |
| Q1 2023 | $61,193 | +7.0% | 1,279 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $57,195 | -1.4% | 1,276 | -8.1% | 0.00% | -20.0% |
| Q3 2022 | $58,000 | +23.4% | 1,388 | +29.6% | 0.01% | +25.0% |
| Q2 2022 | $47,000 | -13.0% | 1,071 | +6.4% | 0.00% | 0.0% |
| Q1 2022 | $54,000 | +45.9% | 1,007 | +210.8% | 0.00% | +33.3% |
| Q4 2021 | $37,000 | +640.0% | 324 | +589.4% | 0.00% | – |
| Q3 2021 | $5,000 | -89.4% | 47 | -94.0% | 0.00% | -100.0% |
| Q1 2020 | $47,000 | – | 778 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGILIS PARTNERS LLC | 690,261 | $34,389,000 | 31.11% |
| PLANNING ALTERNATIVES LTD /ADV | 1,742,741 | $86,823,000 | 18.64% |
| HT Partners LLC | 560,966 | $27,947,000 | 17.62% |
| Retirement Planning Group, LLC | 939,067 | $46,784,000 | 14.42% |
| FAS Wealth Partners, Inc. | 529,480 | $26,379,000 | 13.93% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 768,781 | $38,301,000 | 13.52% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 284,289 | $14,163,000 | 9.59% |
| Apriem Advisors | 466,936 | $23,263,000 | 8.57% |
| Financial Management Professionals, Inc. | 294,291 | $14,662,000 | 8.10% |
| Destination Wealth Management | 1,304,408 | $64,986,000 | 6.58% |